Brian KorienekCRD Number: 6109357
Current Firm: Goldstone Financial Group, LLC
Brian Korienek (CRD# 6109357) is an Investment Advisor Representative working at Goldstone Financial Group, LLC in Oakbrook Terrace, IL and has over 5 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|1st Global Capital Financial Services||Hallandale Beach, FL||May 2017 - Current||1|
|Goldstone Financial Group, LLC||Oakbrook Terrace, IL||May 2016 - Current||2|
|Advisors Excel, LLC||Topeka, KS||Mar 2014 - Current||4|
|Tcm Securities Inc.||Woodstock, GA||Feb 2014 - Current||4|
|Goldstone Financial Group||Oakbrook Terrace, IL||Feb 2014 - Current||4|
|Brookstone Capital Management LLC||Wheaton, IL||Feb 2014 - Dec 2015||1|
|Mcadam Financial Group||Chicago, IL||Jan 2013 - Feb 2014||1|
|Ing Financial Partners||Chicago, IL||Jun 2012 - Jan 2013||< 1|
|Depaul University||Chicago, IL||Sep 2008 - Jun 2012||3|
|Brogan & Brogan||Chicago, IL||Nov 2011 - May 2012||< 1|
|3point Athletics||Chicago, IL||Jun 2010 - Apr 2012||1|
|Ups||Chicago, IL||Nov 2008 - Dec 2010||2|
|Adt Security||Chicago, IL||Sep 2008 - Nov 2008||< 1|
|Zigfield Troy Golf Course||Woodridge, IL||Mar 2007 - Aug 2008||1|
|Darien Youth Club||Darien, IL||Apr 2005 - Aug 2008||3|
|Downers Grove South High School||Downers Grove, IL||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Criminal Record
Total Assets Under Management130MILLIONS
Total Number of Accounts1,750ACCOUNTS
Average Account Value$74,286
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, IL, IN, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.